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Timothy James Neuenschwander

Investment adviser representative at Neuenschwander Asset Management, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$173.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. Neuenschwander Asset Management, LLCJun 2007 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 2 states (TX, WI).

Neuenschwander Asset Management, LLC

$173.5MAssets managed
199Clients
3Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5455364
Firm CRD
125179
Advisor's SEC record (opens in a new tab)
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